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Intuit

1,729 hedge funds and large institutions have $118B invested in Intuit in 2023 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 627 increasing their positions, 659 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,729
Holders Change
+72
Holders Change %
+4.35%
% of All Funds
27.57%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.55%
New
177
Increased
627
Reduced
659
Closed
88
Calls
$1.38B
Puts
$1.5B
Net Calls
-$123M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Shares
Change %
BL
1001
BFSG LLC
California
$901K +$901K +1,763 New
KIC
1002
Kensington Investment Counsel
California
$898K +$20.9K +41 +2%
DS
1003
DRW Securities
Illinois
$892K -$175K -343 -16%
AC
1004
AlphaCore Capital
California
$885K -$24K -47 -3%
WA
1005
WBH Advisory
Maryland
$883K +$511 +1 +0.1%
GLR
1006
Great Lakes Retirement
Ohio
$872K -$37.8K -74 -4%
CB
1007
CNB Bank
Pennsylvania
$867K +$33.2K +65 +4%
GL
1008
Graypoint LLC
New York
$866K +$72.6K +142 +9%
BFO
1009
Boston Family Office
Massachusetts
$863K
YDMI
1010
Y.D. More Investments
Israel
$861K -$153K -300 -15%
BMCM
1011
Bryn Mawr Capital Management
Pennsylvania
$857K +$473K +926 +123%
VW
1012
Vance Wealth
California
$856K +$856K +1,675 New
PL
1013
Parthenon LLC
Kentucky
$856K
MW
1014
Marcum Wealth
Ohio
$851K +$538K +1,053 +172%
NW
1015
Naviter Wealth
Arkansas
$851K -$47.5K -93 -5%
MYIA
1016
Mount Yale Investment Advisors
Colorado
$848K -$155K -304 -15%
OL
1017
Optas LLC
Texas
$848K -$12.3K -24 -1%
LCGC
1018
Legacy Capital Group California
California
$842K +$12.3K +24 +1%
UBV
1019
United Bank (Virginia)
Virginia
$842K +$3.07K +6 +0.4%
PCP
1020
Proficio Capital Partners
Massachusetts
$837K -$8.17K -16 -1%
TBWA
1021
Three Bridge Wealth Advisors
California
$836K
SIM
1022
Sentry Investment Management
Wisconsin
$831K -$176K -344 -17%
WFPG
1023
Waller Financial Planning Group
Ohio
$829K
LHC
1024
Little House Capital
Massachusetts
$825K -$158K -310 -16%
SDIC
1025
South Dakota Investment Council
South Dakota
$818K -$51.1K -100 -6%